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Oct 2, 2012 3:00pm EDT
on the board of cisco and ceo john chambers recently said whoever wins this election should govern like bill clinton as he spoke about clinton's effectiveness. what's going on from your view sitting on the board of cisco, having the experience that you've had at yahoo! tell me how you see the environment changes and where specifically you would expect growth to happen in technology in the next five years. >> well, i think technology in general -- probably the biggest challenge is not so much the social interactions but everybody's talking so much about data. data is very, very hard to mine correctly. so i think you're going to see a push back towards a lot of enterprise apps that really figure out how it get information to the companies so they can actually be more personalized for the user, but easy to say, a lot to do. >> and really quick, on what you're seeing out there, how tough is europe right now for technology? what are you seeing in terms of the global slow down? >> well, europe continues to baffle us in general in technology. it looks like it's getting softer, not stronger. you kno
Sep 27, 2012 5:00pm EDT
are activist investors and how should you trade the moves by investors like the clinton group, bill ak man. we drummed up some of these results. so take a look at this, for instance, for procter & gamble. bill ak man announces persian square has taken a stake. stock is up 6%. dan low demanding changes at yahoo. demanding that the alley ba ba becomes monetized. then you had the example of the noninvestment. david einhorn got into herbal life and nothing happened. do you ever use this information, josh? >> you know, i've been involved in activist situations for 15 years, like since alfred kingsly was consolidating steel companies. there's a rhythm to these things. if you're an investor and you want to be involved, understand there's the initial 13 d filing. sometimes that will be accompanied by an explanation of what the manager is trying to accomplish, sometimes not. there will almost always be a stock pop especially in a bad company and a bad stock. that kind of fades. you can have a year, two years of letters back and forth and -- >> it's a process. >> you have to understand there's a rhythm
Search Results 0 to 1 of about 2